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What makes Michael Bloomberg, Billionaire & Ex Mayor, New York City, so positive on India: His Story Union Budget 2015-16 : Expectations building up! India Ratings Upgrade & Growth Prospects - Thoughts from Robert Parker, Advisor, Credit Suisse Bharat Forge & Israel's Rafael sign a Joint Venture Agreement for Defence Production in India 1) Michael Bloomberg: The story in his words (Link to original post…
While companies in developed countries continue to focus on rationalizing costs, Korean conglomerates plan to spend 34.4 trillion won (USD31 billion) building new plants and expanding capacity domestically in 2015.  The largest investment will be Samsung Electronics building a new semiconductor production line in Pyeongtaek for 15.6 trillion won. This capital spending will be positive for job creation and income growth in Korea. http://english.hankyung.com/news/apps/news.view?c1=04&nkey=201502121753311  …
In a recent interview in “Les Affaires”, Sergei Strigo, portfolio manager of the Excel High Income Fund, discusses his preference for emerging market bonds denominated in US dollars and Euros because of the attractive yields.  One of his preferred regions is Eastern Europe. Within Eastern Europe, Sergei discusses owning Russian bonds, which are very attractively priced, because the Russian government actually has very strong foreign…
90% of the world’s rough diamonds by volume and 65% of world’s diamonds by value are processed in India. The stone are brought in regular auctions at global diamond centers. India has just recently established a new auction facility in Mumbai made possible by reforms made by Prime Minister Narendra Modi. Strict restrictions on import and export of diamonds are to be relaxed, allowing foreign…
Year of the Goat: top managers on what to watch out for in China Goats can be stubborn but are also known for being tenacious, determined and sure-footed. Will Chinese market prove to be home to the same attributes in the 'Year of the Goat'? Citywire Global has collated the views of four leading Chinese equity managers to get their outlook for year ahead and…
The Chinese Lunar New Year for 2015 is represented by year of the goat and symbolized by the element of wood. The world’s second-largest economy is forecasted to lead the pack in absolute growth numbers at 6.8%1, the economy is in the midst of a rebalancing act, from heavily driven by infrastructure investments to increasing domestic consumption. In addition, the consensus is that the country…
Fuelled by reforms, India’s GDP is expected to grow at over 7% per year over the next three years, making it the fastest growing large emerging economy in the world, overtaking China.   India’s new business friendly government, led by Prime Minister Narendra Modi, is implementing a comprehensive reform program that will remove the barriers to growth, support massive infrastructural development, improve the legal, tax…
The launch of Shanghai-Hong Kong Connect in November 2014 has opened up the inaccessible mainland Chinese equity market to foreign investors.  The landmark initiative allows investors in Hong Kong to trade and settle shares listed in mainland China, and investors in mainland China to trade and settle shares in the Hong Kong market through the exchange and clearing house in their respective home market. Shanghai-Hong…
The US dollar currently dominates the global financial system but the RMB is rapidly becoming an international reserve currency. Already the world’s largest trading country; nearly 20% of China’s foreign trade is now settled in RMB versus just 3% in 2010. However, this is still low compared with ~50–60% of Eurozone external trade settled in euros, and 30–40% in yen for Japanese trade. The Hong…
Growth of China's USD 10.3 trillion dollar economy will continue to moderate and rebalance towards more domestic consumption drivers. We expect the government to provide selective monetary easing (similar to the recent cut in interest rates and RRR) and targeted stimulus, which will help "Old China" businesses.1 Chinese consumption moves online and evolves to more experiences as well as either value-oriented quality or unique luxury.…
Several macroeconomic factors have aligned perfectly to ensure that India's leading stock market, one of the best-performing markets in the world in the past year, appears poised to continue growing strongly. "The prospects for India's stock market are very good, especially for the long-term investor," says Mark Mobius, executive chairman of Toronto-based Franklin Templeton Investments Corp.'s emerging-markets group in Singapore. In 2014, India's bellwether S&P…
Telecom Spectrum Auction Sale starting 4 March 15 - To yield over Rs 1 Trn revenues to GOI? January 2015 Wholesale Price Index drops to a low of 0.39% Year on Year Infosys acquires Panaya Inc for an enterprise value of US $ 200 Mln PM Modi's "Make in India " campaign gets another boost -  Hindujas, Britain's wealthiest Non Resident Indians (NRIs), plan to invest…

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